Level Four Advisory Services’s TRI-Continental Corp TY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
8,718
+453
+5% +$14.3K 0.01% 663
2025
Q1
$254K Buy
8,265
+88
+1% +$2.7K 0.01% 671
2024
Q4
$259K Buy
+8,177
New +$259K 0.01% 660